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DBOAX vs VBINX
DBOAX vs VBINX Comparison
Open Charts DBOAX vs VBINX
BNY Mellon Balanced Opportunity A
Price$23.05
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets267.38M
Vanguard Balanced Index I
Price$47.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets54.87B
DBOAX vs VBINX Comparison Chart
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DBOAX vs. VBINX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DBOAX is a Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 54.9B vs. DBOAX (267M). VBINX pays higher dividends than DBOAX: VBINX (2.09) vs DBOAX (1.23). DBOAX was incepted earlier than VBINX: DBOAX (21 years) vs VBINX (33 years). DBOAX (1.26) is less costly to investors than VBINX (0.18). DBOAX is a more actively managed with annual turnover of: 46.25 vs. VBINX (22.00). VBINX has a lower initial minimum investment than DBOAX: VBINX (0) vs DBOAX (1000). VBINX annual gain was more profitable for investors over the last year : 2.91 vs. DBOAX (-0.59). VBINX return over 5 years is better than : 31.42 vs. DBOAX (12.67).
| DBOAX | VBINX | DBOAX / VBINX | |
| Total Expense Ratio | 1.15 | 0.18 | 639% |
| Annual Report Gross Expense Ratio | 1.26 | 0.18 | 700% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | -1.873 | -2.711 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 54.9B | 0% |
| Annual Yield % from dividends | 1.23 | 2.09 | 59% |
| Returns for 1 year | -0.59 | 2.91 | -20% |
| Returns for 3 years | 11.08 | 16.84 | 66% |
| Returns for 5 years | 12.67 | 31.42 | 40% |
| Returns for 10 years | 12.21 | 72.30 | 17% |
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